Impact Financial Group

A private wealth advisory practice of Ameriprise Financial Services, LLC Our Approach:

Our name exemplifies how we work you – we impact your life.

We believe that being informed is a fundamental requirement. Only then are you able to comfortably make memories that will last a lifetime. Our Advisors help you preserve all you’ve worked hard to acquire, save, and plan for. Their advice keeps you focused on the long-term, but, just as important, helps you navigate the here and now. Our advisors will collaborate with you to help build a plan that

meets your unique goals. And, we will make it our priority to connect and team with your financial, tax, and legal advisors to paint the broadest possible picture of who you are and where you want to go. Areas of Focus:
Investments
Tax Planning Strategies
Retirement Planning Strategies
Estate Planning Strategies
Charitable Giving
Insurance
Business Retirement Plans
Executive Compensation and Benefit Strategies

Angela Grabovsky, CA Insurance #0F99728

Working Together:

Ameriprise financial advisors deliver personalized financial advice to help you achieve your goals, today and tomorrow. Your advisor takes the time to understand what’s truly important to you. Together, they will document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings – both the expected and the unexpected. Take the first step toward a more confident financial future by setting up an initial conversation. What to expect from the first meeting

Your first meeting is complimentary and will focus on your financial needs, goals and values. During the conversation, you’ll learn the value of personalized advice, the costs associated with working together and next steps. It’s an opportunity for you to get a sense of what it might be like to work together. To help your advisor understand your current financial status, it’s helpful to share information on accounts and income. Examples include:

Current income and expenses
Bank and investment statements
Home and real estate
401(k) and IRA accounts
Insurance policies
Additionally, consider future financial goals you would like to achieve, including both short- and long-term goals. Questions to consider before you meet

To prepare for your first meeting, think about your current financial picture and priorities. To help, consider these financial questions:

What are your most important financial goals right now? What concerns you most about your finances? Did a recent event cause you to seek advice? What are you looking for from a financial advisor? What are you not receiving currently? What you’ll receive going forward

Your first meeting is just the beginning of an ongoing relationship and process. When you work with an Ameriprise advisor, you can expect:

One-to-one financial advice based on your goals and needs
Personalized recommendations for a diversified portfolio, and solutions to protect you from uncertainty
Regular meetings to review your goals, progress and investments
Anytime access to your investments, and digital tools to help you stay on track

With right advice supported by research and online tools to track your progress, we can help you feel confident, connected and always in control of your financial life.

02/09/2024

Wishing you a safe, fun and relaxing Labor Day.

30/08/2024

Our office will be closed on Monday, September 2nd in honor of Labor Day. We will return to normal business hours on Tuesday, September 3rd. Have a wonderful holiday weekend! ☀️

29/08/2024

One way to understand the value of a company is to compare its stock price relative to the earnings analysts expect the company to produce in the next year. Since Covid-19, the price/earnings (p/e) of large companies has increased, while those of smaller companies has declined. This indicates that smaller companies are relatively cheap. These trends may move either direction in the short-term, however, they often revert to normal in the long-term. Long-term strategic investors should consider the valuation discrepancy as an opportunity to review their current allocation with their Ameriprise financial advisor.

26/08/2024

Sharing photos of a few of our employee's dogs on National Dog Day! How cute are these furry friends?! 😍 Leave a photo of your pup in the comments below. 🐶⬇️

23/08/2024

Join our hosts Kelley Maguire, CRPC™️, APMA™️, Private Wealth Advisor, Len Grabovsky, CFP®️, CRPC™️, APMA™️, Private Wealth Advisor, and Tom Tucker, CRPC™️, APMA™️, Private Wealth Advisor with Impact Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, for our Q3 Market Update. During this complimentary virtual session, you hear factors that may contribute to market volatility and strategies to help weather market uncertainty.

To RSVP for this event, please send an email to [email protected].

22/08/2024

One day you’re celebrating the first day at a new job. The next thing you know, you’re toasting to your retirement. Together we can work to take the right steps today — before you stop working — to support your retirement plans in the future.

16/08/2024

Another year older, another year wiser. Happy birthday to our amazing colleagues! 🎉🎂

15/08/2024

Estate planning is a team sport, typically involving you, your family and numerous other professionals. We are here to help assemble and coordinate your team to draft a plan unique to you and your legacy goals.

How to choose an estate planning team What to look for in an attorney, trustee, executor and other critical roles.

13/08/2024

We are proud to announce Kelley Maguire has been named as an Ameriprise Private Wealth Advisor – a prestigious title given to the firm’s top advisors. This recognition reflects Kelley's commitment to delivering excellent service and advice to her clients. Join us in congratulating Kelley!

https://bit.ly/3AojLMy

12/08/2024

Don’t let emotions and market headlines impact your long-term goals. We're here to help you feel more confident during periods of market stress.

How to navigate market volatility Find out how to prepare and stay the course during the market’s ups and downs.

09/08/2024

Justin is celebrating a huge win! He has officially passed his Series 7 FINRA (Financial Industry Regulatory Authority) exam! Keep up the great work, Justin. 🙌

08/08/2024

August 8 is , commemorating the establishment of the U.S. monetary system. Fun fact: a normal piece of paper can withstand about 400 folds before it breaks while a dollar bill can be folded at least 8,000 times.

Impact Financial Group - Indianapolis, IN: Ameriprise

07/08/2024

Together, we can work toward your personal financial goals and prepare for whatever life might bring. It’s our great privilege to work with you. Thanks for your support in helping us achieve a current client satisfaction score of 4.9 out of 5. Please review important information about our score on our website: https://www.ameripriseadvisors.com/team/impact-financial-group/.

Impact Financial Group - Indianapolis, IN: Ameriprise Impact Financial Group is an Ameriprise private wealth advisory practice in Indianapolis IN. Get the personal financial advice you need.

05/08/2024

Mac recently passed her Series 66 FINRA (Financial Industry Regulatory Authority) exam! This puts her one step closer to becoming an Associate Financial Advisor. Congratulations, Mac! 🥳

5 cybersecurity scams to watch for in 2024

01/08/2024

Financial fraud is becoming more sophisticated and harder to detect. Be on the alert for these emerging scams and trends.

5 cybersecurity scams to watch for in 2024 Find out how you can detect and protect yourself from the latest fraudulent trends.

01/08/2024

Sending warm wishes to our July birthday crew at Impact Financial Group! We hope you all have wonderful celebrations. 🎉🎂

26/07/2024

With the Tax Cuts and Jobs Acts set to expire at the end of 2025, investors may want to consider how they can take advantage of the lower tax brackets. This strategy is one way to do so.

Tax-gain harvesting, explained Potentially save on taxes when selling appreciated assets with this lesser-known tax strategy.

25/07/2024

Investing in the future! Here's to our incredible interns at Impact Financial Group. We're so grateful for the fresh perspectives and energy they bring to the team. Happy National Intern Day! 😊

Photos from Impact Financial Group's post

24/07/2024

Celebrating July birthdays & work anniversaries at Impact Financial Group with Parisian pastries! Let the celebrations begin! 🥐

19/07/2024

Join us in celebrating these amazing team members on their work anniversaries! We are grateful and proud to have all of you on the Impact Financial Group team. 🥳

15/07/2024

July 15 is . Whether you’re giving time, money or something else, small contributions can go a long way. How will you give back?

How to plan for the cost of long-term care

12/07/2024

For many, long-term care costs are an overlooked expense in their retirement planning. Here’s an overview of this topic.

How to plan for the cost of long-term care Find out how you can plan now for potential long-term care costs in the future.

04/07/2024

Wishing you a safe and happy holiday weekend! Happy 4th of July! 🎆

02/07/2024

In honor of Independence Day, our office will be closed on Thursday, July 4th and Friday, July 5th. We will resume regular hours on Monday, July 8th. 😊

28/06/2024

Two decades of making a difference! 🙌 We're celebrating Len, our CEO and Private Wealth Advisor, for 20 years of helping clients achieve their goals at Impact Financial Group. Thank you, Len, for being an outstanding leader, and a great resource for our clients. Here's to many more years!

27/06/2024

Cheers to Sari, our amazing Client Service Coordinator, on her two-year work anniversary! 🎉 Your hard work ensures a positive experience for both staff and clients at Impact Financial Group. Thank you for all that you do. You are a valued member of the team!

26/06/2024

Join us in wishing a HUGE Happy Birthday to our Marketing Manager, Marina. 🎂 May this year be the best year yet!

New FAFSA rules: How changes may affect your student’s financial aid eligibility

25/06/2024

There have been reported glitches with the rollout of the new 2024-25 FAFSA form. If you’ve had issues filling out the application, know that you still have time before the June 30 deadline.

New FAFSA rules: How changes may affect your student’s financial aid eligibility Plan for college expenses with more confidence.

24/06/2024

We're thrilled to celebrate our intern, Justin Long, for passing the Securities Industry Essentials (SIE) exam! 🎉🙌 This accomplishment is the first step on the road to an excellent career path. Keep up the good work, Justin!

16/06/2024

Wishing all the dads a Happy Father’s Day!

Claim ownership or report listing

The Grabovsky Group, A private wealth advisory practice of Ameriprise Financial Services, Inc.

Since 1998, we have been providing personalized financial advice that is customized to each client’s unique financial circumstances and goals. We are a family-owned and operated practice that provides personalized financial planning and investment management services to individuals, families and small businesses. We take helping our clients make informed decisions seriously.

Ameriprise private wealth advisors have extensive experience helping clients like you deal with the complexities of wealth. We work closely with you to explore the full range of opportunities your wealth can bring, advise you on strategies for harnessing its potential and recommend ways to protect what is most important to you. The Seasons of Advice® approach is designed to help make managing your financial life easier and more rewarding, while fully re-evaluating your plan each year.

Seasons of Advice® focuses on the following four seasons:

Goal Tracking Season – We examine your progress, re-evaluate assumptions and possibly re-set goals and priorities for the year.

Asset Allocation Season – Incorporating the criteria established in the goal tracking we examine risk tolerance, investment time frame and create an investment strategy for the next twelve months.

Mid-Year Reviews - Family, Security and Cash Flow Season– Cash flow is revisited and there is a complete review of estate planning strategies, beneficiary designations and employee benefits, including the annual insurance reviews.

Tax Planning Season – We evaluate your investments and provide tax-wise recommendations, plus we can coordinate with your accountant to help you make informed decisions about your investments during the next tax season.

Seasonal Client Servicing® is a trademark of HCA Consulting Services, Inc.

Tax Planning Strategies

Women's Financial Strategies

Retirement Planning Strategies

Domestic Partner Planning

Estate Planning Strategies

Saving for Education

Employee Stock Options

Small Business

Meeting with an Ameriprise financial advisor is an opportunity to examine your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential strategies. While you won't receive a comprehensive review or financial planning services, you should expect to get a good sense of what it might be like to work together. We’ll use the ongoing Seasons of Advice® model that features four pre-scheduled Seasonal Planning® meetings that help keep you on track.

Professional help in clarifying your financial goals and priorities

If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives

Accurate information about our tailored solutions, including risks, benefits and costs

Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention.
A list of dreams and financial goals you would like to achieve and time frame.

If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives.

Seasonal Client Servicing® is a trademark of HCA Consulting Services, Inc.

Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit www.ameriprise.com/social for more important disclosures and information.

CA Insurance #0F99728